民生证券：SEMICON行情火爆半导体设备投资景气高企

智通财经03-26

智通财经APP获悉，民生证券发布研报称，SEMICON China大会于3月20日-3月22日在上海举办，本次展会约有1100家展商，4500个展位，参展厂商覆盖半导体设计、制造、封装、测试、设备、材料以及关键零部件等全产业链。此次展会上，产业层面高度看好中国内地设备投资景气度。建议重视国产半导体设备板块投资机遇，建议关注：前道制程设备北方华创(002371.SZ)、中微公司(688012.SH)...

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China大会于3月20日-3月22日在上海举办，本次展会约有1100家展商，4500个展位，参展厂商覆盖半导体设计、制造、封装、测试、设备、材料以及关键零部件等全产业链，规模空前，彰显半导体产业投资高景气。本次SEMICON诸多国产半导体设备厂商新品频发：芯源微发布化学清洗机KSCM300和SiC划片裂片一体机KS-S200-2S1B。芯碁微装发布8英寸晶圆对准和晶圆键合机，可用于阳极键合、热压键合等封装工艺。此外还有北方华创、中微公司、拓荆科技、微导纳米、上海精测、凯世通、京仪装备、正帆科技、新莱应材、富创精密、英杰电气、华峰测控、长川科技等诸多国产设备厂商参展。海外设备厂商云集，看多国产半导体投资景气除国产厂商以外，本次展会诸多海外设备龙头厂商积极参展，看多国内半导体设备投资景气。前道制程方面，美国应用材料(AMAT)作为展会赞助商为中国客户举办说明会，美国科磊(KLA)，日本东京电子(TEL)、斯库林集团(SCREEN)参展。后道先进封装方面，库里索法半导体(K&S)展示多种点胶、焊线设备；ASMPT展示高精度固晶设备。海外厂商的高度重视，主要得益于近两年中国市场需求持续高企，引领全球半导体设备投资。SEMI全球副总裁居龙在SEMICON发布会上表示，由于中国半导体设备市场超预期的强劲表现，SEMI对于全球半导体设备市场的预测由最初的“2023年将有10%-14%的负增长”调整为“2023年将略微收缩2%达到1000亿美元”。SEM    I预计，2024年全球半导体市场将会约有10%的同比上升，全球半导体晶圆产能将在2024年增长6.4%，而2025年全球半导体设备总销售额将达到1240亿美元的新高。前期，全球光刻机龙头ASML亦在23Q4法说会上表达对中国市场需求的乐观展望，2023年ASML中国内地业务收入同比增长149%，ASML表示2024年中国市场中等先进制程(mid-critical nodes)和成熟制程光刻机需求仍持续强劲。荷兰首相拟访华，ASML光刻机供应持续高增3月23日，媒体报道，荷兰首相马克吕特将于下周访华，双方将就ASML数十亿欧元光刻机订单的供应许可展开洽谈。ASML作为全球龙头光刻机供应商，2023年在中国内地地区收入高达72.52亿欧元，同比增长149%，占其总营收26%。2024年以来，伴随中国内地半导体投资持续高增，ASML光刻机出货亦持续增长。据中国海关总署数据，2024年1月-2月，从荷兰进口光刻机10.57亿美元，同比增长256.1%，进口数量达32台，进口均价亦大幅增长，从2023年初的1000万美元/台增长至2024年以来超过3000万美元/台。前期，ASML亦在23Q4法说会上表达对2024年中国市场需求的乐观展望，ASML表示2024年中国市场中等先进制程(mid-critical nodes)和成熟制程光刻机需求仍持续强劲。民生证券认为，光刻机供给持续高增，亦将有助国内晶圆厂建设投资的持续增长。看好扩产加速之下的设备板块投资机遇。风险提示：电子行业周期复苏不及预期;行业竞争加剧;汇率波动。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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民生证券：SEMICON行情火爆 半导体设备投资景气高企

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民生证券：SEMICON行情火爆半导体设备投资景气高企